You will find the client roster report under the dropdown menu for client report. This report gives all the basic information about a client like Client name, Date of Birth, Location, Gender of the client.

Filtering options:

• Program enrollments
• Appointment dates
• Payor
• Location of service.
• With an option to include any of it following to the csv file like client address, phone, age, payor, programs, last encounter date, ssn, parent/guardian info, policy numbers, warn demographics, medicaid number, ssn last 4, Race, Ethnicity, Tribal affiliation, veteran status, first service, discharge, psy & SA Dx, communication preference, enrollment approval date and language
• It also provides filtering options for allergies, medication and with the following diagnosis

Excel spreadsheet fields:

• Client ID
• Last name
• First name,
• Middle name
• DOB
• Gender
• Location fields